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CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
751
Golden State Wealth Management
California
$12.5K – – –
RTC
752
Riverview Trust Company
Washington
$12.3K – – –
RA
753
Rise Advisors
New York
$12K -$10.5K -58 -44%
OIA
754
Optimum Investment Advisors
Illinois
$12K – – –
SSB
755
Sandy Spring Bank
Maryland
$11.5K -$1.27K -7 -9%
ADL
756
Asset Dedication LLC
California
$11.5K – – –
HIIFS
757
Harel Insurance Investments & Financial Services
Israel
$11K -$3.63K -20 -22%
SC
758
Steph & Co
Wisconsin
$10.9K +$2.91K +16 +31%
FMP
759
Financial Management Professionals
Texas
$10.6K +$11.3K +62 +1,550%
UIA
760
Ulland Investment Advisors
Minnesota
$10K – – –
MHR
761
Matthew Hamilton Rosenberg
$9.62K – – –
WTA
762
Washington Trust Advisors
Massachusetts
$9.62K +$4.18K +23 +62%
HCP
763
Hexagon Capital Partners
Arkansas
$9.29K +$182 +1 +2%
AT
764
Avalon Trust
New Mexico
$8.54K +$5.09K +28 +112%
SCB
765
Saudi Central Bank
Saudi Arabia
$8.33K +$9.45K +52 New
NC
766
NewSquare Capital
Pennsylvania
$8.17K +$7.09K +39 +325%
SIM
767
Synergy Investment Management
Florida
$7.97K – – –
PWMG
768
Private Wealth Management Group
New Jersey
$7.53K -$1.82K -10 -18%
MCM
769
Manchester Capital Management
Vermont
$6.73K +$2.91K +16 +62%
AWM
770
Abound Wealth Management
Tennessee
$6.59K -$2.18K -12 -23%
FGAM
771
Financial Gravity Asset Management
Texas
$6.09K +$6.91K +38 New
CA
772
Centerpoint Advisors
Massachusetts
$6K – – –
TFA
773
Transamerica Financial Advisors
Florida
$6K +$6.18K +34 New
CPA
774
Compass Planning Associates
Massachusetts
$5.82K – – –
MSWA
775
Marshall & Sterling Wealth Advisors
New York
$5.77K +$6.54K +36 New
29 30
31
32 33